CBIZ Investment Advisory Services’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Buy |
289
+181
| +168% | +$9.95K | ﹤0.01% | 292 |
|
|
2025
Q1 | $5.6K | Hold |
108
| – | – | ﹤0.01% | 387 |
|
|
2024
Q4 | $5.72K | Buy |
108
+1
| +0.9% | +$53 | ﹤0.01% | 314 |
|
|
2024
Q3 | $5.48K | Sell |
107
-16
| -13% | -$819 | ﹤0.01% | 296 |
|
|
2024
Q2 | $5.79K | Hold |
123
| – | – | ﹤0.01% | 287 |
|
|
2024
Q1 | $5.54K | Buy |
+123
| New | +$5.54K | ﹤0.01% | 281 |
|